Jobs at Clio

Perform data extraction, transformation, cleansing and imports (CSV/SQL) into Clio, support customer onboarding, troubleshoot escalated migrations, manage multiple client cases, create knowledge articles, partner with enablement and product teams to improve and automate migration processes, and deliver exceptional customer service throughout the migration lifecycle.

Owns sales enablement for Clio’s Velocity segment, improving rep conversion, product attach, and ramp time. Responsibilities include developing playbooks, objection handling, training, role-play and certification programs; reviewing Gong call data; coaching managers; tailoring product enablement; using generative AI; reporting segment health; and partnering with onboarding, product marketing, and revenue operations.

Own sales enablement for Clio’s Strategic and Mid-Market segments across new business and customer sales. Build playbooks, training, role-plays, certifications, and consultative selling frameworks; analyze Gong calls and performance data; coach managers; support product and multi-product enablement; and report on segment health. Partner with onboarding, product marketing, and revenue operations to improve conversion, attach rates, and ramp time.

Own the full sales cycle for Clio’s VoIP and unified communications offering across new and existing SMB law firm accounts. Responsibilities include qualification, discovery, demos, proposals, negotiation, closing, trials, expansion, pipeline management, forecasting, and quota attainment. The role requires assessing communications environments, call flows, network readiness, number porting, compliance considerations, and technical configurations. The Account Executive partners with Sales, Customer Success, Solutions Engineering, and migrations teams while serving as the internal VoIP and telephony expert.

Manage and expand Clio’s Voice of Customer programs, including NPS, CSAT, listening posts, AI-enabled feedback workflows, customer panels, and feedback loops. Analyze customer data to identify trends and improvement opportunities, integrate VoC data with customer systems, and deliver actionable insights. Partner cross-functionally with Product, Marketing, Sales, Research, Data Insights, and Customer Success teams to align priorities, influence decisions, improve retention and satisfaction, and continuously enhance the customer experience.

Lead go-to-market and product adoption for a product portfolio: develop positioning, messaging, launches, enable internal teams, run customer research and experiments, drive adoption and retention, track KPIs, and collaborate cross-functionally with product, data, and customer teams to inform strategy.

Manage end-to-end IT and indirect procurement, including intake, sourcing, supplier evaluations, negotiations, contract management, renewals, spend tracking, compliance, and supplier performance. Partner with stakeholders to develop procurement strategies, identify savings, mitigate risk, improve processes, and standardize tools and reporting across technology, professional services, and other categories.

Designs and operates scalable security logging infrastructure, data lakes, ingestion pipelines, and multi-tier storage for enterprise-scale observability. Responsibilities include architecting ELK and OpenSearch environments, optimizing ingestion and queries, implementing infrastructure as code, developing APIs and integrations, managing retention and costs, capacity planning, and supporting disaster recovery. The role partners with security leadership on platform strategy and mentors engineers while enabling analytics and detection engineering across cloud environments.

Design, develop, maintain, and administer Clio’s Pigment EPM platform and related FP&A systems. Manage integrations with NetSuite, Workday, Salesforce, and Looker; improve planning, budgeting, forecasting, reporting, workflows, and automation. Provide technical support, troubleshoot issues, manage permissions and controls, document processes, and train users. Partner with FP&A, Accounting, IT, and business stakeholders to scope and deliver scalable solutions.

As a Platform Engineer for Databases, you'll optimize MySQL infrastructure, solve performance problems, automate processes, and ensure database reliability in a collaborative team setting.

Manage general ledger and month-end close for a multi-entity, multi-currency SaaS company; lead and mentor a small accounting team; own technical accounting research, policy design, financial reporting, audits, indirect tax filings, and process/control improvements; drive accounting automation projects and liaise cross-functionally to ensure scalable, compliant financial operations.

Lead end-to-end product design for Clio's Fintech/payments area: conduct customer research, frame opportunities, prototype and ship AI-enabled workflows, improve design systems, measure impact, and mentor other designers.

Lead go-to-market and product adoption for assigned product portfolios. Build positioning, messaging, and launch campaigns; enable internal teams; run experiments and market research; track KPIs and drive feature adoption through data-informed strategies and customer insights.

The Staff Editor & Content Strategist will oversee high-visibility writing, ensure editorial quality, manage projects, and facilitate collaboration across teams to deliver strategic content.

Build and deploy NLP and generative AI solutions using transformer-based and other ML models. Develop LLM-based features, preprocess complex unstructured data, collaborate with engineering, product, and MLOps teams, and iterate in an agile, cross-functional environment to improve customer workflows and efficiencies.

Clio seeks a Senior Software Developer to build innovative voice and messaging solutions. Responsibilities include working in agile teams, optimizing performance, and mentoring developers while leveraging Node.js and AWS technologies.

Lead technical strategy and demo strategy for Clio's financial products, guide law firms on billing, reporting, and trust accounting compliance, build proofs-of-concept, enable sales, support full sales lifecycle, and feed product roadmap with market feedback.

Lead a systems engineering team to design, deploy, and operate scalable AWS infrastructure. Author infrastructure-as-code, improve observability and automation, mentor engineers, partner with product teams on security, reliability, and performance, and hire top talent to support global SaaS capabilities.

Lead a product portfolio for Clio's core case management experience, utilizing legal expertise to drive innovation and user adoption while simplifying attorney workflows with AI tools.

The Sales Operations Specialist will drive operational excellence, enhance sales efficiencies, perform data analysis, and support forecast meetings while collaborating cross-functionally to optimize revenue operations.